633 Route 211 East Middletown, NY 10941

3 Neptune Road Poughkeepsie, NY 12601


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Coordinating Business Succession Planning With Estate Planning

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A business succession plan provides business owners with the peace of mind that comes with knowing their business will be in good hands when they retire, pass away or otherwise depart from the business. It also offers their family and the business itself a framework for financial and organizational stability during the transition.